Huntington Ingalls Industries – Bought Stock, Sold PUTs On February 6th, 2025 Huntington Ingalls Industries reported their 4th quarter results. Due to Huntington’s inability to get the Navy’s signature on some contracts, the shipyard’s backlog has significantly changed which in turn affected the market’s opinion. The stock price dropped $32 per share. The Fund took […]
Huntington Ingalls Industries – Bought Stock, Sold PUTs Read More »
Sold Essex Property Trust at $300 Per Share On February 6, 2025 the Value Investment Fund needed cash to take advantage of dramatic price drop with Huntington Ingalls Industries. The Fund sold Essex Property Trust at $300 per share netting $299 per share after fees. At approximately 2:50PM the price hit the sell point of
Sold Essex Property Trust at $300 Per Share Read More »
Huntington Ingalls Industries – Sold PUTs November 2024 During the morning of November 1, 2024, Huntington Ingalls Industries – HII reported its third quarter results. HII had several financial setbacks causing the market price of this stock to drop dramatically. Within 30 minutes, the stock price dropped $60 from $250 to below $190. When a
Huntington Ingalls Industries – Sold PUTs November 2024 Read More »
Huntington Ingalls Industries – Bought 200 Shares On Friday the 1st of November 2024, Huntington Ingalls Industries’ (HII) shares dropped $60 in the market due to their financial outlook as reported in their quarterly reporting. The current intrinsic value is approximately $210 per share. The Value Investment Fund purchased these shares at $190 each and
Huntington Ingalls Industries – Bought 200 Shares Read More »
Warner Brothers Discovery – More Shares Please On Friday the 25th, the Value Investment Fund proceeded to purchase another 3,000 shares of Warner Brothers Discovery. The market price at time of purchase was $7.75 per share and the transaction fee per share is 25 cents. Thus, the Fund invested $24,000 even to own 3,000 more
Warner Brothers Discovery – More Shares Please Read More »
Purchased Warner Bros. Just before 10 AM this morning on the 7th of March, 2024, the Value Investment Fund purchased 300 shares of Warner Bros. Discovery, Inc. Series A stock from the Entertainment Pool of potential investments. Total investment is $2,622 including transaction fees of 25 cents per share. Purchase price was $8.49 per share.
Purchased Warner Bros. Read More »
Sold Wells Fargo – 34.59% Annualized Return Wells Fargo crossed the $57 per share threshold this afternoon just after 2PM ET. The last time Wells Fargo hit $57 per share was back in February 2022. The only issue holding Wells Fargo from achieving more than $65 per share is the restriction imposed by the Federal
Sold Wells Fargo – 34.59% Annualized Return Read More »
Purchased Choice Hotels This morning 03/05/24, the Value Investment Fund purchased 100 shares of Choice Hotels. The market price is $109.46 per share at opening. The Fund pays a $1 per share transaction fee into an accounting pool account that covers the costs of actual broker fees, website activity, professional fees and maintenance fees for
Purchased Choice Hotels Read More »
Sold Norfolk Southern Railroad – 31.64% Annual Return Today, March 4, 2024 just after 2PM, Norfolk Southern Railway’s stock surpassed $260 per share. The Value Investment Fund proceeded to sell the stock and net $259 per share after paying a $1 per share transaction fee. The fund is proceeding to sell several of its investments
Sold Norfolk Southern Railroad – 31.64% Annual Return Read More »
Value Investment Fund – September 30, 2023 Value Investment Fund – Status on September 30, 2023 .
Value Investment Fund – September 30, 2023 Read More »
